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start [2017/07/05 12:50]
cknapp 		start [2021/02/09 20:22]
annk [General Metadata]
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 Information Resources Management (IRM), an integral part of the University of Massachusetts Amherst Libraries, provides access to information resources, systems and services and collaborates across campus and with external library partners to enable academic study and scholarly research. ​ Information Resources Management (IRM), an integral part of the University of Massachusetts Amherst Libraries, provides access to information resources, systems and services and collaborates across campus and with external library partners to enable academic study and scholarly research. ​
  
-{{:irm_chart_2017.pdf|IRM Organizational Chart 2017}}\\+ 
 +[[https://​scholarworks.umass.edu/​libraries_content_and_discovery/​|Content & Discovery Showcase 2018]]\\ 
 +{{:2019aprilirmpersonnelchart.pdf |IRM Organizational Chart}}\\
 {{:​irmmajorunitactivities2017.pdf|IRM Major Unit Activities}}\\ {{:​irmmajorunitactivities2017.pdf|IRM Major Unit Activities}}\\
-{{:​irmpersonnelchartmay2017c.pdf|IRM Personnel Chart May 2017}}\\+[[evolving_workflows_-_2016|Evolving Workflows 2016]] 
  
 \\ \\
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 ===== IRM - General ===== ===== IRM - General =====
 +
 +[[Aleph Services Workshop]]
 +
 [[Collection Analysis Task Force (CATF) Recommendations (2017)]] [[Collection Analysis Task Force (CATF) Recommendations (2017)]]
  
-[[Documentation Policy for IRM Department]]+[[http://​hdl.handle.net/​1721.1/​108771|Creating a Social Justice Mindset: Diversity, Inclusion and Social Justice in the Collections Directorate of the MIT Libraries]]
  
-[[EDS Summer 2017 timeline]]+[[Five College Annex Processing Procedures]]
  
-[[Evolving Workflows - 2016]]+[[Five College Microforms Repository Policy]]
  
-[[Goals]]+[[https://​calendar.google.com/​calendar/​embed?​src=umass.edu_io4341va6p0acrmf3fh2ji763s%40group.calendar.google.com|Five College Shared Approval Plan Calendar]]
  
-[[Green Office Program]]+[[Goals|IRM Goals]]
  
-[[irm_social_media|IRM Social Media]]+[[Order Supplies ​IRM]]
  
-[[Policies]]+[[Policies|IRM ​Policies]]
  
-[[Special Processing Requests/​Priorities]]+[[irm_social_media|IRM Social Media]]
  
-[[https://​calendar.google.com/​calendar/​embed?​src=umass.edu_io4341va6p0acrmf3fh2ji763s%40group.calendar.google.com|Five Colleges Shared Approval Plan Calendar]] 
  
 ===== Acquisitions ===== ===== Acquisitions =====
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 [[ARL E-Resources Collection Statistics]] [[ARL E-Resources Collection Statistics]]
- 
-[[Collection Codes For Aleph MARC Records]] 
  
 [[copier_scanning |Copier Scanning, PDF Formatting for Optical Character Recognition]] [[copier_scanning |Copier Scanning, PDF Formatting for Optical Character Recognition]]
  
-[[https://​docs.google.com/​spreadsheets/​d/​1DAsFV6VncswKeAWEm3n6d77FOgVnWuuxMa7-uxtrPQg/​edit?​usp=sharing|CORAL Field Notes]]+[[CORAL]]
  
-[[http://​coral.library.umass.edu/umacoral/|CORAL Login Page]]+[[https://​docs.google.com/​spreadsheets/​d/​1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/​edit?​usp=sharing|CORAL Glossaries]] 
 + 
 +[[http://​coral.library.umass.edu/​|CORAL Login Page]]
  
 [[Databases & Packages - New Purchases Checklist]] [[Databases & Packages - New Purchases Checklist]]
  
-[[De-duping OCLC local bib records and MARCIt records]]+[[http://​guides.library.umass.edu/​az.php|Database A-Z List (Springshare/​LibGuides Platform)]]
  
-[[E-Book Cataloging]]+[[De-duping OCLC local bib records and MARCIt records]]
  
 [[ebooks_new_titles|E-Books:​ New Title Workflows]] [[ebooks_new_titles|E-Books:​ New Title Workflows]]
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 [[IP Addresses]] [[IP Addresses]]
- 
-[[Known Issues with Accessing E-Resources]] 
  
 [[License Violation Procedures]] [[License Violation Procedures]]
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 [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]] [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
  
-[[open_access_e-journal_and_e-book_activations| Open Access E-Journal (and E-Book) Activations]]+[[open_access_e-journal_and_e-book_activations| Open Access E-Journal (and E-Book) Activations]] ​(ARCHIVED)
  
 [[perpetual_access_procedures|Perpetual Access Procedures]] [[perpetual_access_procedures|Perpetual Access Procedures]]
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 [[trials_procedures|Trial Setup and Take down Procedures]] [[trials_procedures|Trial Setup and Take down Procedures]]
 +
 +[[Known Issues with Accessing E-Resources|Troubleshooting Electronic Resources Access Issues]]
  
 [[Usage Statistics for E-resources - Rationale]] [[Usage Statistics for E-resources - Rationale]]
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 ==== Materials Management ==== ==== Materials Management ====
  
 +
 +[[Better World Books]]
  
 [[Bindery ABLE lot closing and opening]] [[Bindery ABLE lot closing and opening]]
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 [[Depository Packing Slip for Serials]] [[Depository Packing Slip for Serials]]
  
-[[EAST Materials Instructions]]+[[DVD End Processing]]
  
 [[End Processing Student Job Description|End Processing/​General Student Job Description]] ​ [[End Processing Student Job Description|End Processing/​General Student Job Description]] ​
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 [[Music End Processing]] [[Music End Processing]]
- 
-[[serials_-_gift_serials_on_hold_shelf_for_repository|SERIALS - Gift Serials on Hold Shelf for Annex]] 
  
 [[Staff Working Tools Procedures]] [[Staff Working Tools Procedures]]
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 [[FASTCAT Instructions]] [[FASTCAT Instructions]]
- 
-[[Fly Record Processing]] 
  
 [[Foreign Vendor List for Monographic Ordering]] [[Foreign Vendor List for Monographic Ordering]]
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 [[Electronic Access Issues for Cancelled or Ceased in Print]] [[Electronic Access Issues for Cancelled or Ceased in Print]]
- 
-[[Fly Record Processing]] 
- 
-[[Holdings Statement Syntax for HOL Records]] 
  
 [[Item Record Global Changes]] [[Item Record Global Changes]]
  
 [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]] [[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
- 
-[[Periodical Receiving]] 
- 
-[[Serials Cancellations]] 
- 
-[[Serials Ceased Titles]] 
  
 [[serials_continuations_definitions|Serials Continuations Definitions]] [[serials_continuations_definitions|Serials Continuations Definitions]]
  
-[[serials_discard_decision_file|Serials ​Discard Decision File]]+[[serials_ser_anals_transfers_and_cataloging|Serials: Ser Anals (Transfer and Cataloging)]]
  
-[[serials_-_gift_serials_on_hold_shelf_for_repository|SERIALS - Gift Serials on Hold Shelf for Annex]]+For metadata workflows for serials, please see documentation under Metadata: Serials. For any questions regarding serials titles and cataloguing,​ please contact ​[[annk@umass.edu|Ann Kardos]]. 
 +===== Discovery & Resource Management Systems =====
  
-[[Serials Links to Useful Information]]+[[access_coordination|Access Coordination]]
  
-[[Serials New Titles]]+[[ADM to ADM  transfer of Bib, holdings, and item records in Aleph]]
  
-[[Serials Prediction Patterns]]+[[Batch Record Loading Updating and Editing Instructions]]
  
-[[Serials Prediction Patterns Examples]]+[[Checklist requesting new Aleph collections]]
  
-[[serials_ser_anals_transfers_and_cataloging|Serials:​ Ser Anals (Transfer and Cataloging)]]+[[Collection Codes For Aleph MARC Records]]
  
-[[Serials Title Changes]]+[[CORAL]]
  
-[[serials_unsolicited_gifts_pos_procedures|Serials ​- Unsolicited Gifts (POS) Procedures]]+[[https://​docs.google.com/​spreadsheets/​d/​1aC8MqoWM4bzc278Z02SLqbqV-1fs46yoxjHIVowoWL0/​edit?​usp=sharing|CORAL Glossaries]]
  
 +[[http://​coral.library.umass.edu/​|CORAL Login Page]]
  
-===== Discovery & Resource Management Systems =====+[[http://​guides.library.umass.edu/​az.php|Database A-Z List]] (Springshare/​LibGuides Platform)
  
-[[access_coordination|Access Coordination]]+[[eds_admin_management|EDS Admin Management]]
  
-[[ADM to ADM  transfer of Bib, holdings, and item records in Aleph]]+[[hlm_admin_maintenance|HLM Admin Maintenance]]
  
-[[Batch Record Loading Updating and Editing Instructions]]+[[ebscohost_maintenance|EBSCOhost Database Maintenance]]
  
-[[Collection Codes For Aleph MARC Records]]+[[EZProxy Maintenance]]
  
 [[e-journal_holdings_for_ill|Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine]] [[e-journal_holdings_for_ill|Generating the E-Journal Holdings File for ILL RAPID, IDS Project and Browzine]]
- 
-[[eds_admin_management|EDS Admin Management]] 
- 
-[[EZProxy Maintenance]] 
  
 [[HathiTrust]] [[HathiTrust]]
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 [[SFX Down]] [[SFX Down]]
  
-[[SFX Routine Maintenance]]+[[SFX Renewals]] Also includes platforms and transfers 
 + 
 +[[SFX Routine Maintenance]] ​Recurring not including KB Updates
  
 [[SFX sid List]] [[SFX sid List]]
  
-[[sfx_fulltext_not_found|SFX Reports: Fulltext not found]]+[[SFX Targets - Activating]]
  
-[[SFX Statistics Archives Files]]+[[SFX Update Procedures]] Weekly KB Updates/​Monthly Maintenance
  
-[[SFX Targets - Activating]]+[[sfx_fulltext_not_found|SFX Reports: Fulltext not found]] ARCHIVED
  
-[[SFX Update Procedures]]+[[SFX Statistics Archives Files]] ARCHIVED
  
 [[uma_worldcat_service_configuration_management|UMA WorldCat Local Management in OCLC Service Configuration]] [[uma_worldcat_service_configuration_management|UMA WorldCat Local Management in OCLC Service Configuration]]
  
  
-===== Metadata =====+===== General ​Metadata =====
  
-[[049 fields]] +[[23rd_floor_linking_project_instructions]]
- +
-[[910 Formatting]]+
  
 [[AA Chart for Cataloging to Locations As Appropriate]] [[AA Chart for Cataloging to Locations As Appropriate]]
  
-[[Adding Dissertations and Theses to Scholarworks Collections]]+[[Analyzed serials monographic series instructions]] 
 + 
 +[[Batch Loading Team]]
  
 [[Batch Record Loading Updating and Editing Instructions]] [[Batch Record Loading Updating and Editing Instructions]]
  
-[[Batch Uploading ETDs to ScholarWorks]] +[[Books ordered for staff use]]
  
-[[Blocking Theses From Public View in Scholarworks]]+[[Circulation OnTheFly Procedures]]
  
-[[Books ordered for staff use]]+[[Closing monographic series records]]
  
-[[Cataloging E-resource Versions of Print Dissertations]]+[[Cross-linking Bound-withs Title changes and Ser anals]]
  
-[[Cataloging Equipment]] +[[De-duping OCLC local bib records and MARCIt records]]
  
-[[CD-ROM cataloging instructions]]+[[De-ref Procedures]]
  
-[[Changing one year campus access titles to open access]]+[[Digital Bookplates]]
  
-[[Closing monographic series records]]+[[Faculty Writing Place - Cataloging & Processing]]
  
-[[Correcting theses and dissertations metadata on ScholarWorks pages]]+[[Five College Uniform Language for Linking in 856 fields]]
  
-[[Cross-linking Bound-withs Title changes and Ser anals]]+[[Gov Docs Transfer Project Instructions]]
  
-[[Cutter Table]]+[[Gov Docs Transfer Project Student Job Description]]
  
-[[De-duping OCLC local bib records and MARCIt records]]+[[Item types]]
  
-[[De-ref Procedures]]+[[Linked Mt Ida Instructions]]
  
-[[Dissertations and Theses Overview]]+[[Linking Project instructions current version 2019]]
  
-[[Dissertations Missing from Scholarworks]]+[[Landscape Architecture and Regional Planning Masters Projects Workflow]]
  
-[[DVD Cataloging Streamlined Guidelines]]+[[LOCKSS Instructions]]
  
-[[DVD Fastcat ​Instructions]]+[[Macro Express ​Instructions]]
  
-[[Electronic Dissertations Workflow]]+[[Macro Express Instructions on Capturing Mouse Movements]]
  
-[[Electronic Theses Workflow]]+[[MARCIt Record Loads]]
  
-[[E-resource record quality checklist]]+[[Masha Rudman Childrens Collection Cataloging and Processing]]
  
-[[E-Resources Cataloging - FASTCAT Standards]]+[[Masha Rudman Childrens Collection Codes]]
  
-[[E-Resources Cataloging Instructions for Free Internet Resources]]+[[Masha Rudman Childrens Collection Hierarchical Codes]]
  
-[[E-Resources Cataloging Instructions for Licensed Resources]]+[[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]
  
-[[Faculty Writing Place - Cataloging & Processing]]+[[Mt. Ida Reserves]]
  
-[[Five College Uniform Language for Linking in 856 fields]]+[[Reinstatements]]
  
-[[Graduate Degree Program Codes]]+[[Renaissance Center Cataloging ​]]
  
-[[Gov Docs Transfer Project Instructions]]+[[Replacements]]
  
-[[Gov Docs Transfer Project Student Job Description]]+[[Separate record policy for free electronic resources]]
  
-[[Government Documents ​Cataloging]]+[[Tableau ​Cataloging ​Statistics]]
  
-[[Landscape Architecture and Regional Planning Masters Projects Workflow]]+[[Withdrawal of Library Materials]] 
  
-[[LOCKSS Instructions]]+[[A Federal Documents Cataloging]]
  
-[[Macro Express Instructions]]+[[Y Federal Documents Cataloging]]
  
-[[Macro Express Instructions on Capturing Mouse Movements]]+==== Cataloging Guidelines & Fastcat ====
  
-[[maps_cataloging_resources|Map ​Cataloging ​Resources]]+[[Cataloging ​Equipment]] 
  
-[[MARCEDIT Instructions for Creating Electronic Dissertation Records]]+[[Cataloging monographs fastcat]]
  
-[[MARCIt Record Loads]]+[[CD-ROM cataloging instructions]]
  
-[[Masha Rudman Childrens Collection ​Cataloging ​and Processing]]+[[DVD Cataloging ​Streamlined Guidelines]]
  
-[[Masha Rudman Childrens Collection Codes]]+[[DVD Fastcat Instructions]]
  
-[[Masha Rudman Childrens Collection Hierarchical Codes]]+[[E-resource record quality checklist]] 
 + 
 +[[E-Resources Cataloging - FASTCAT Standards]] 
 + 
 +[[Government Documents Cataloging]]
  
 [[Mass Docs Cataloging Procedures]] [[Mass Docs Cataloging Procedures]]
  
-[[memberships_-_creating_uniform_bib_records| Memberships - Creating Uniform Bib Records]]+[[minimal_metadata_guidelines ​| Minimal Metadata Guidelines]]
  
-[[microforms_overview|Microforms ​Overview]]+[[Monographs Workflow ​Overview]]
  
-[[microfiche_cataloging_instructions|Microfiche ​Cataloging ​Instructions]]+[[Mount Holyoke ​Cataloging]]
  
-[[microfilm_cataloging_instructions|Microfilm ​Cataloging ​Instructions]]+[[OCA Cataloging ​Procedures]]
  
-[[microcard_microopaque_or_microprint_cataloging_instructions|Microcard,​ Microopaque,​ or Microprint Cataloging Instructions]]+[[Photocopy cataloging]] 
 +==== ETD Documentation ====
  
-[[Missing and Lost Serials and Bound Periodicals]]+[[Batch Uploading ETDs to ScholarWorks]] 
  
-[[Monographs Workflow Overview]]+[[Blocking Theses From Public View in Scholarworks]]
  
-[[Mount Holyoke ​Cataloging]]+[[Cataloging ​E-resource Versions of Print Dissertations]]
  
-[[NACA Publications Cataloging and Processing]]+[[Changing one year campus access titles to open access]]
  
-[[NACO Documentation]]+[[Correcting theses and dissertations metadata on ScholarWorks pages]]
  
-[[NASA Special Publications (NASA SPs)]]+[[Dissertations and Theses Overview]]
  
-[[OCA Cataloging Procedures]]+[[Dissertations Missing from Scholarworks]] 
 + 
 +[[Graduate Degree Program Codes]] 
 + 
 +[[MARCEDIT Instructions for Creating Electronic Dissertation Records]]
  
 [[Open Access Dissertations - Instructions for Uploading to Scholarworks]] [[Open Access Dissertations - Instructions for Uploading to Scholarworks]]
  
 [[Ordering and Processing Dissertations from ProQuest]] [[Ordering and Processing Dissertations from ProQuest]]
 +
 +[[ScholarWorks Theses and Dissertations Series Abbreviations]]
 +
 +[[Setting up auto collect filters for dissertations and theses collections on ScholarWorks]]
 +
 +[[Transferring ETD files from Proquest]]
 +
 +__Outdated workflows--Do Not Use! Historical documentation for migration purposes__
 +
 +[[Adding Dissertations and Theses to Scholarworks Collections]]
 +
 +[[Electronic Dissertations Workflow]]
 +
 +[[Electronic Theses Workflow]]
  
 [[Paper Dissertations and Theses Workflow]] [[Paper Dissertations and Theses Workflow]]
  
-[[Photocopy cataloging]]+[[ScholarWorks instructions for batch revision of one year campus access ETDs to open access]] 
 +==== Microforms ====
  
-[[RDA Training materials]]+[[microforms_overview|Microforms Overview]]
  
-[[RDA vs. AACR2 Basic Differences]]+[[microfiche_cataloging_instructions|Microfiche Cataloging Instructions]]
  
-[[Reinstatements]]+[[microfilm_cataloging_instructions|Microfilm Cataloging Instructions]]
  
-[[Renaissance Center ​Cataloging ]]+[[microcard_microopaque_or_microprint_cataloging_instructions|Microcard,​ Microopaque,​ or Microprint ​Cataloging ​Instructions]]
  
-[[Replacements]]+==== Music Cataloging ====
  
-[[http://​www.oclc.org/​support/​documentation/​worldcat/​searching/​searchworldcatindexes/​|Searching WorldCat Indexes ​(Connection, Worldcat, etc.) - Guide from OCLC]]+[[Fast originalcat Music Recitals ​(CDs)]]
  
-[[Setting_holdings_on_OCLC]]+[[Fastcat LPs]]
  
-[[ScholarWorks instructions for batch revision of one year campus access ETDs to open access]]+[[Fastcat Music Audio Recordings (CDs)]]
  
-[[ScholarWorks Theses and Dissertations Series Abbreviations]]+==== Resources for Cataloging & Metadata Staff =====
  
-[[SCUA Cataloging]]+[[049 fields]]
  
-[[Separate record policy for free electronic resources]]+[[910 Formatting]]
  
-[[Serials Cancellations]]+[[connexion_macros|Creating Connexion Macros]]
  
-[[Serials Ceased Titles]]+[[cutter_table|Cutter Table]]
  
-[[serials_discard_decision_file|Serials Discard Decision File]]+[[EAST Reallocations Spreadsheet]]
  
-[[Serials Links to Useful Information]]+[[maps_cataloging_resources|Map Cataloging Resources]]
  
-[[Serials New Titles]]+[[marc_866_guidelines|MARC 866 Guidelines]]
  
-[[Serials Popular Magazines and Newspapers List]]+[[Metadata Help LibAnswers]]
  
-[[Serials Prediction Patterns]]+[[metadata_resources|Metadata Resources]]
  
-[[Serials Prediction Patterns Examples]]+[[OCLC Record Manager]]
  
-[[Serials Title Changes]]+[[Python]]
  
-[[serials_unsolicited_gifts_pos_procedures|Serials - Unsolicited Gifts (POS) Procedures]]+[[RDA Training materials]]
  
-[[Setting up auto collect filters for dissertations and theses collections on ScholarWorks]]+==== Serials Workflows ====
  
-[[Special Added Volume sequences]]+[[serials_workflow_ceased_cancelled_titles|Serials Workflow: Ceased & Cancelled Titles]]
  
-[[Staff Working Tools Procedures]]+[[serials_workflow_creation_maintenance_lhrs|Serials Workflow: Creation & Maintenance of Local Holdings Records (LHRs) in OCLC]]
  
-[[Transferring ETD files from Proquest]]+[[serials_workflow_current_year_only|Serials Workflow: Current Year Only]]
  
-[[Withdrawal of Library Materials]] +[[serials_workflow_fixing_field_952_incomplete_holdings|Serials Workflow: Fixing Field 952 Incomplete Holdings]]
  
-[[A Federal Documents Cataloging]]+[[serials_workflow_holdings_records|Serials Workflow: Holdings Records]]
  
-[[Y Federal Documents Cataloging]]+[[serials_workflow_new_titles|Serials Workflow: New Titles]] 
 + 
 +[[Periodical Receiving|Serials Workflow: Periodical Receiving]] 
 + 
 +[[serials_workflow_supplement_index_statements|Serials Workflow: Supplement & Index Statements in Holdings Records]] 
 + 
 +[[serials_workflow_title_changes|Serials Workflow: Title Changes]] 
 + 
 +[[Missing and Lost Serials and Bound Periodicals]]
  
 ==== Science and SEL ==== ==== Science and SEL ====
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 [[sel_transfers_to_repository|SEL Transfers to Repository]] [[sel_transfers_to_repository|SEL Transfers to Repository]]
 +
 +[[Special Added Volume sequences]]
  
 ===== Statistics ===== ===== Statistics =====
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 [[ALEPH Tools]] [[ALEPH Tools]]
 +
 +{{:​evolving_workflows_-_2016|Evolving Workflows 2016}}\\
  
 [[Macro Express Instructions]] [[Macro Express Instructions]]
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 [[http://​digitalcommons.unf.edu/​library_facpub/​13/​|RDA Training Guide]] [[http://​digitalcommons.unf.edu/​library_facpub/​13/​|RDA Training Guide]]
  
 +[[Classification Web]]
 +
 +=====Student Employees=====
 +
 +[[Resources for student supervisors]]
 +
 +[[http://​moodle.umass.edu|Moodle:​ Resources for library student workers]]
 +
 +Student Forms: Libwire Home » Online Forms » [[https://​intranet.library.umass.edu/​intranet/​Forms/​view_items.cfm?​MenuID=7&​CategoryID=5|Student forms]] ​
 +
 +=====Documentation from Other Departments=====
 +
 +[[Circulation Documentation]]
 +
 +[[Learning Commons Documentation]]
 +
 +[[Reserves Documentation]]
 +
 +[[SEL Desk Manual]]
  
start.txt · Last modified: 2024/06/17 20:23 by mbanach
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